Atlanta Financial Newsroom

Atlanta Financial Promotes Kimsey Bolinger to Senior Client Services Associate!

AFA
August 13, 2019
Kimsey BolingerWe are extremely excited to announce the promotion of Kimsey Bolinger from Client Services Associate to Senior Client Services Associate. Since her start date a couple years ago, she has thrown herself into all aspects of her job and become one of the key members of our Service Team. 
Kimsey has been instrumental in helping us smoothly adopt new systems and continue to implement internal improvements that allow us to raise the level of service we provide for our clients. We are extremely excited for Kimsey about this promotion and look forward to watching her career continue to grow and evolve at Atlanta Financial. Great work Kimsey!

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We Welcome Connolly Crowley with Lots of Love!

We are excited to announce Connolly Elizabeth Crowley, daughter of Charles and Erin Crowley, was born on June 21, 2019! Weighing in at 7lbs.,15oz., Connolly makes Charles and Erin the parents of two beautiful children; Connolly is Charles and Erin’s second child…

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Is a Health Savings Account (HSA) Right for Me?

At AFA, we hear our clients express concerns about two financial challenges more often than any others:
• Will I be ready to retire with the lifestyle I want?
• What can I do to protect myself from rising health care costs now and in the future?

Did you realize there is a single vehicle that can help you make progress in both areas? It’s called a health savings account (HSA), which is a government-regulated savings account that combines many of the tax benefits of a Flexible Spending Account and a 401(k), including:
• Your contributions to the plan are pre-tax (if offered through your employer) or tax-deductible (if established on your own). If funded through your employer’s plan, you also don’t pay FICA on the contributions, putting an extra 7.65% back in your pocket.
• Withdrawals for qualified medical expenses are tax-free (more about that below).
• The balance in your plan (that you don’t spend for medical expenses) grows tax-deferred and can be rolled over from year to year, supplementing other retirement savings.

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Understanding (and Avoiding) Lifestyle Creep

Over the years we’ve seen plenty of research and studies claim that increases in income don’t correspond to increases in happiness. One such survey, using data from the Gallup World Poll, found that the optimal household income for emotional well being was between $60,000 and $75,000 per year. The research shows that beyond that threshold, the correlation between income and happiness flattens pretty dramatically. For many Americans – especially young professionals just getting started in their careers – this may seem like a bogus finding, but by going beyond the headlines we learn that a common reason for that drop-off in financial satisfaction is lifestyle creep.

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